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Summary The Chief Revenue Officer   is responsible for   building and leading Potomac's revenue organization. Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy, and revenue operations to drive growth across our Broker-Dealer, RIA, TAMP,   and strategic partner channels. This is a hands-on executive leadership role for someone who has successfully built, managed, and scaled high-performing sales organizations. The ideal candidate combines strategic thinking with operational rigor and knows how to create accountability, visibility, and consistency across a revenue team. The CRO will oversee Internal Sales, External Sales, and Revenue Operations while partnering closely with Marketing, Key Accounts, Portfolio Management, Operations, and Compliance. The position was specifically   established   to unify these functions under one leader and drive scalable growth. Key Responsibilities Drive Revenue Growth • Own revenue, AUM/AUA growth, retention, and sales performance   objectives. • Develop and execute a growth strategy across Broker-Dealer, RIA, platform, and strategic distribution channels. • Identify   new opportunities for market expansion, partnerships, and business development. Lead and Scale the Sales Organization • Lead, manage, and hold accountable   internal and external sales teams to ensure they achieve their   set KPI’s and sales goals. • Help r ecruit, hire,   train   and   elevate   sales   team   to create   a   high-performing revenue team. • Build a culture of accountability, execution, and continuous improvement. • Establish clear performance metrics and   management   rhythms across the organization. Optimize   the Revenue Engine • Standardize and improve the end-to-end sales process. • Ensure consistent execution of Potomac's sales story, advisor engagement process, and value proposition. • Improve territory management, pipeline visibility, forecasting, and sales effectiveness. Own Revenue Operations and CRM Strategy • Oversee Revenue Operations, CRM administration, reporting, sales automation, and data quality. • Leverage analytics and performance dashboards to improve decision-making. • Strengthen marketing-to-sales workflows, lead management, and   advisor   lifecycle tracking. • Ensure   accurate   forecasting, pipeline management, and KPI reporting. Partner Across the Business • Work closely with Marketing on demand generation and go-to-market strategy. • Collaborate with Portfolio Management and Product teams on product positioning and advisor education. • Partner with Operations and Client Service teams to create an exceptional advisor experience. • Align with Compliance to ensure regulatory standards are   maintained   throughout the sales process. Qualifications Required • 10+ years of progressive sales, revenue, or distribution leadership experience. • Demonstrated success leading high-performing sales organizations. • Experience managing field sales teams and multiple distribution channels. • Strong understanding of sales management, forecasting, pipeline development, and revenue operations. • Experience using CRM platforms and sales analytics to drive performance. • Exceptional leadership, communication, and coaching skills. • Ability to   operate   strategically while remaining   execution-focused. Preferred • Asset management, wealth management, fintech, TAMP, ETF, mutual fund, or advisor distribution experience. • Experience selling through Broker-Dealer, RIA, custodian, platform, or wirehouse channels. • Familiarity with HubSpot or comparable CRM ecosystems. • Experience helping scale a growing organization. Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you. If you want to drive, build, and scale, this is your shot. Compensation Base Salary: $200,000-$250,000 + Bonus Benefits: • Medical insurance • Vision insurance • Dental insurance • Health savings account option • 401(k) & other retirement benefits • Paid maternity leave • Paid paternity leave • Commuter benefits • Disability insurance • Paid time off The Opportunity At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen. We’re a   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.   As we enter our next phase of growth, we're seeking a  Chief Revenue Officer  to unify and accelerate our sales, distribution, and revenue operations functions.